Wells Fargo
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Wells Fargo’s Energy Services of America ESOA Stock Holding History

Wells Fargo’s Portfolio ESOA Stock Details ESOA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$109K Sell
8,291
-8,635
-51% -$102K ﹤0.01% 5066
2025
Q4 		$138K Buy
16,926
+4,167
+33% +$40.1K ﹤0.01% 5256
2025
Q3 		$132K Buy
12,759
+552
+5% +$5.57K ﹤0.01% 5170
2025
Q2 		$121K Buy
12,207
+1,457
+14% +$14K ﹤0.01% 5084
2025
Q1 		$102K Buy
10,750
+1,932
+22% +$21.1K ﹤0.01% 5095
2024
Q4 		$111K Buy
+8,818
New +$115K ﹤0.01% 5143
2024
Q2 		– Sell
-70
Closed -$578 – 7061
2024
Q1 		$578 Buy
70
+1
+1% +$7 ﹤0.01% 6254
2023
Q4 		$413 Buy
69
+4
+6% +$18 ﹤0.01% 6429
2023
Q3 		$263 Buy
65
+3
+5% +$10 ﹤0.01% 6518
2023
Q2 		$180 Buy
62
+2
+3% +$5 ﹤0.01% 6728
2023
Q1 		$137 Buy
60
+1
+2% +$2 ﹤0.01% 6863
2022
Q4 		$152 Buy
59
+1
+2% +$3 ﹤0.01% 6700
2022
Q3 		$0 Buy
58
+1
+2% +$3 ﹤0.01% 6829
2022
Q2 		$0 Buy
+57
New +$140 ﹤0.01% 6976

Other funds holding ESOA

NIM
Needham Investment Management New York $1.96B AUM 101.23% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
SFO
Stokes Family Office New Orleans, Louisiana $969M AUM 19.6% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Wells Fargo's ESOA Position: Q1 2026 in Review

Wells Fargo reduced its Energy Services of America (ESOA) stake by 51% in Q1 2026, selling an estimated $102K and leaving 8,291 shares worth $109K. The position accounts for ﹤0.01% of the portfolio, ranked #5066.

Wells Fargo first reported a position in ESOA in Q2 2022 and has held it in 14 quarters since. The position peaked at $138K in Q4 2025. 106 funds tracked by Wall St. Rank hold ESOA as of Q1 2026.

  • Wells Fargo held 8,291 shares of Energy Services of America worth $109K as of Q1 2026.
  • Wells Fargo sold 8,635 Energy Services of America shares in Q1 2026, an estimated $102K.
  • Energy Services of America made up ﹤0.01% of Wells Fargo's portfolio in Q1 2026, its #5066 holding.
  • Wells Fargo first reported a position in Energy Services of America in Q2 2022 and has held it in 14 quarters since.
  • Wells Fargo's Energy Services of America position peaked at $138K in Q4 2025.
  • 106 funds tracked by Wall St. Rank held Energy Services of America as of Q1 2026.

Based on Wells Fargo's 13F filing for Q1 2026, filed 11 May 2026.